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FSB Premier Wealth Management’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

FSB Premier Wealth Management’s Portfolio FDEC Stock Details FDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$772K Sell
15,521
-376
-2% -$19.2K 0.24% 100
2025
Q4 		$814K Buy
15,897
+8,099
+104% +$405K 0.26% 97
2025
Q3 		$384K Sell
7,798
-59
-0.8% -$2.83K 0.13% 156
2025
Q2 		$367K Sell
7,857
-823
-9% -$36.3K 0.13% 155
2025
Q1 		$377K Buy
8,680
+2,195
+34% +$98.2K 0.15% 145
2024
Q4 		$289K Buy
+6,485
New +$288K 0.12% 172
2024
Q3 		– Sell
-5,309
Closed -$226K – 205
2024
Q2 		$226K Sell
5,309
-372
-7% -$15.4K 0.1% 168
2024
Q1 		$234K Sell
5,681
-631
-10% -$25.3K 0.11% 160
2023
Q4 		$246K Sell
6,312
-142
-2% -$5.19K 0.12% 147
2023
Q3 		$227K Sell
6,454
-1,158
-15% -$41.9K 0.13% 139
2023
Q2 		$274K Sell
7,612
-180
-2% -$6.2K 0.15% 123
2023
Q1 		$262K Buy
7,792
+1,300
+20% +$42.8K 0.15% 118
2022
Q4 		$206K Buy
+6,492
New +$205K 0.11% 138
2022
Q2 		– Sell
-6,669
Closed -$218K – 130
2022
Q1 		$218K Buy
6,669
+599
+10% +$20.1K 0.11% 126
2021
Q4 		$212K Buy
+6,070
New +$207K 0.09% 123

Other funds holding FDEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $202M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

FSB Premier Wealth Management's FDEC Position: Q1 2026 in Review

FSB Premier Wealth Management reduced its FT Vest US Equity Buffer ETF December (FDEC) stake by 2.4% in Q1 2026, selling an estimated $19.2K and leaving 15,521 shares worth $772K. The position accounts for 0.24% of the portfolio, ranked #100.

FSB Premier Wealth Management first reported a position in FDEC in Q4 2021 and has held it in 15 quarters since. The position peaked at $814K in Q4 2025. 152 funds tracked by Wall St. Rank hold FDEC as of Q1 2026.

  • FSB Premier Wealth Management held 15,521 shares of FT Vest US Equity Buffer ETF December worth $772K as of Q1 2026.
  • FSB Premier Wealth Management sold 376 FT Vest US Equity Buffer ETF December shares in Q1 2026, an estimated $19.2K.
  • FT Vest US Equity Buffer ETF December made up 0.24% of FSB Premier Wealth Management's portfolio in Q1 2026, its #100 holding.
  • FSB Premier Wealth Management first reported a position in FT Vest US Equity Buffer ETF December in Q4 2021 and has held it in 15 quarters since.
  • FSB Premier Wealth Management's FT Vest US Equity Buffer ETF December position peaked at $814K in Q4 2025.
  • 152 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.